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Independent Trustee Services

 

The Klausner Cook independent trustee services provides a trust administration alternative to institutions and family members being trustees. Continuity of impartial trustee services brings an important element of “calm” when dealing with the distribution of family wealth and related issues. Taking “family” out of your trust distribution decisions brings peace of mind. Our goal is to have long-term relationships with our clients and their beneficiaries, with resulting peaceful distribution of wealth. We economically serve as independent trustee for trusts of all sizes, including those under $1 million in principal.

  • Impartial and Dedicated Service

  • Highly Responsive with Continuous Support

  • Independent and Unbiased

  • Long Term Relationships

  • Meaningful Check and Balance

  • Nimble and non-bureaucratic